"I have had a look at Rare earth ASX producers and explorers. They are all down 20 - 40% since 20ish Feb. I laugh when you use the word cherry pick. none of these companies have the Malaysian regulatory issue."
And do these miners, producers, explorers, etc. have any realistic may to process their ore in 2023? Anywhere, that is, outside of China. Lynas has Malaysia (at least for a few months more), and Kalgoorlie a little later.
"I have had a look at Rare earth ASX producers and explorers....
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$6.40 |
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